Nicole M. Chow Email & Phone Number

Pasadena, California, United States

Pasadena, California, United States

• CRM maintenance to ensure data accuracy and fluid day-to-days firmwide; specializing in Salesforce, HubSpot, Asana, Linkpoint, Citrix, GoToMeeting, RingCentral, Zoom, Conga, PowerBI, and Proposify
• Pilot solutions-driven and innovative plans with our software development department to deploy new technologically advanced resources to optimize everyone's day-to-day
• Orchestrate multi-department collaborations to improve internal processes and maximize efficiency that directly impact billing, commissions, and our Strategic Alliance Partnerships
• Generate and maintain raw data reports to aid decision-making and identifying business goals for the executive committee
• Resource research and procurement through beta-testing to shorten the sales cycle
• Routine contract reviews to ensure they’re in compliance with company policies

Pasadena, California

• Partnered with industry leaders specializing in cost segregation, research and development, 45L / 179D, transfer pricing, employee retention, IC-DISC, and CA competes through various aspects of the sales cycle to.
• Collaborated with certified engineers to evaluate hundreds of thousands of properties to determine clients' potential tax savings
• Helped qualify innovative and science-centric businesses to capture millions in tax credits to offset tax liability
• Integrated professional development strategies to advance the prosperity of the firm by fostering and sustaining quality relationships with prospects while cultivating a high standard of professional ethics; inclusive.
• Kept constant communication channels open with CPA firms and C-level executives to ensure all project needs were being met

Pasadena, California

• Wrote proposal submissions and contracts to showcase potential tax benefits to prospects
• Kept constant communication channels open with CPA firms and C-level executives to ensure all project needs are being met
• Assisted with marketing campaigns and trade shows to promote brand awareness
• Monitored and managed sales opportunities in our pipeline nationwide in an effort to prevent projects falling through the cracks and ensured client retention

El Monte, California

• Played an integral part in helping the president launch his start-up company
• Implemented company guidelines and policies
• Spearheaded marketing campaigns
• Coordinated and conducted meetings with clients to communicate project needs
• Supervised and managed project productions
• Organized projects with specific samples

Rosemead, California

• Was given the responsibility of handling confidential file loans of customers
• Monitored specialized software databases to transfer files company-wide
• Consistently kept track of signature cards from other branches to meet urgent deadlines
• Communicated with team members to evenly distribute project responsibilities to execute maximum performance and ensure smoother daily office operations.

Los Angeles, California

• Filed and organized legal cases from the past 5 years
• Created case exhibits
• Updated invoices for all employees in the office
• Routinely ran through office inventory
• Fulfilled administrative and clerical duties
• Kept track of various company expenses

Bachelor Of Science In Business Administration (B.S.B.A.), Business Administration And Management, General

Activities and Societies: Delta Sigma Pi

Honours Business Management & Marketing

Participated in an academically rigorous business program in England for one semester. I was given the opportunity to be exposed to new.